CANCELED – The Modern Portfolio: Alternative Investments for Wealth & Legacy Planning 4.8.26

This class has been canceled, we apologize for any inconvenience.

Join estate planning attorney Joshua Perez and featured guest speaker Samuel Stempler, Financial Advisor with The Picazio McHargue Group at Merrill Lynch Wealth Management, for an educational discussion on how alternative investments can play a role in a broader financial and estate planning strategy.

As more investors look beyond traditional stocks and bonds, alternative investments, such as real estate, private equity, and hedge funds, are becoming an important part of long-term wealth planning. This session is designed to provide clear, practical education on how these assets work and the unique considerations they bring from both a financial and estate planning perspective.

Topics will include:

• What alternative investments are and how they can complement a well-balanced financial plan

• Estate planning considerations for illiquid or complex assets, including ownership and legacy planning

• Key legal and tax considerations, including structuring, valuation, and long-term protection strategies

This class is strictly educational and open to the public. It is ideal for individuals who want to better understand alternative investments and how thoughtful coordination between a financial advisor and an estate planning attorney can help protect, manage, and transition wealth over time.

This event is free and open to the public. Registration is required to attend.